Blend Labs, Inc. (NYSE: BLND), a leading origination platform for digital banking solutions, today announced a direct integration with Prove Identity, Inc., a global leader in digital identity ...

People told Mary Malone McCarthy she was crazy to leave the career she had established to start her own firm. But she took ...

The legal profession is facing an era of unprecedented change. Rapid technological advancements, evolving client expectations ...

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional ...

The way buyers make decisions has changed dramatically. They are more informed, take a digital-first approach and expect ...

Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management industry help make life these transitions easier for the adviser and the client?

Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different ...

Introduction to DORA and its Implications - As of Jan.17, 2025, the European Union’s Digital Operational Resilience Act (DORA ...

LarrainVial’s strong growth, innovative solutions and unwavering client focus make it a deserving recipient of the award for ...

ADCB Private and Wealth Management has demonstrated excellent financial growth, commitment to sustainability and digital ...

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side ...